以下文章来源于远川科技评论 ，作者徐珊珊 远川科技评论 . 刻画这个时代（的前沿科技） 社交媒体上转型不利濒临破产的丰田，在中国和全球市场迎来双丰收。 2025年，丰田中国销量微增0.23%，达到178万辆。看似增长微乎其微，实则一扫过去三年下滑趋势，成为日系三强里唯一的幸存者。丰田坚挺的同时，本田 和日产这对难兄难弟还在延续下滑趋势，销量已从最高点腰斩。 全球范围内，丰田的增速不算一骑绝尘，但也足够令同行艳羡。 去年全年，丰田销量1132万辆，继续蝉联年度冠军。这个数字大约是比亚迪的2倍，比大众多了200多万辆，约等于本田、日产、通用三者之和。 说好的电动化大趋势浩浩荡荡，怎么电动化干得越差，车卖得越多？ HEV宝刀未老 丰田在电动车上转型动作迟缓，但在混动车（HEV）上却是绝对的先行者，也是丰田重要的销量来源。 从截至2025年3月的财年来看，丰田（含雷克萨斯）的销量结构中，旧能源汽车占比97%，其中HEV占比超过40%。 也就是说，丰田看似没卖多少 新能源 车，但"半新不旧"的 HEV 却卖了不少。 HEV（Hybrid Electric Vehicle）即混合动力汽车，以 丰田普锐斯 为代表，主打经济 ...

Group 1 - The article predicts that Europe, Latin America, and Southeast Asia will continue to contribute significantly to the growth of new energy vehicle (NEV) penetration rates, with Europe expected to exceed previous forecasts due to the release of affordable models and the reintroduction of some subsidies [2][18] - In Southeast Asia, the NEV penetration rate is projected to reach 19% by 2026, driven by contributions from Chinese automakers and local firms like VinFast, despite tightening import incentives [2][18] - Latin America's NEV penetration is expected to increase to 5% by 2026, but the growth will be limited due to a focus on local industrial protection and tax adjustments rather than direct demand stimulation [3][18] Group 2 - The article outlines that the total market size accessible to Chinese automakers is approximately 27 million vehicles, with an export potential market of about 9.08 million vehicles [5][20] - The export market analysis indicates that the share of NEV exports in total exports is expected to rise to 42% by 2025, with BYD being a major contributor to this growth [5][20] - The methodology for assessing market entry potential includes filtering based on trade barriers, bilateral relations, and external uncertainties, leading to the exclusion of markets like North America, Japan, and India [6][22] Group 3 - The article discusses the competitive landscape for Chinese automakers, highlighting that regions like Oceania, the Middle East, Central Asia, and Africa are more favorable for vehicle exports due to less stringent regulatory environments [8][25] - It emphasizes the importance of local production and supply chain investments in Southeast Asia and Latin America, where local market conditions are evolving [8][25] - The analysis of company strategies reveals that BYD has developed a replicable global operation model, while Chery and Great Wall have adopted different approaches to expand their market presence [9][24][27] Group 4 - The article concludes that companies with a strong overseas presence and proven execution capabilities, such as BYD, Great Wall, and Chery, should be prioritized for investment [12][13] - It highlights the need for companies to adapt to local market conditions and regulatory frameworks to ensure sustainable growth in international markets [12][13] - The overall export volume for Chinese automakers is projected to increase significantly, with NEV exports expected to reach 362,000 units by 2026 [30][37]